News and Events
What's New
LPL Financial to Acquire Fortigent, LLC
January 03, 2012
Acquisition to Expand LPL Financial Presence and Offerings in RIA and High-Net-Worth Market and Fortigent to Retain Brand, Focus, and Management TeamRead more
Private Asset Managament - The Power 25
December 15, 2011
Scott Welch Named One of the Most Promiment Players in Wealth Management & Family Office Spaces by PAM.Read more
Family Office Consortium - Annual Meeting
November 15, 2011
Scott Welch, Co-Founder and Senior Managing Director, will be presenting on "The Evolution of Alternative Investing"Read more
Schwab IMPACT
November 03, 2011
Scott Welch, Co-Founder and Senior Managing Directow, will be presenting on Alternative Investments Research & Due DiligenceRead more
Hatteras Funds & Matthews Asia Luncheon
November 01, 2011
Scott Welch, Co-Founder and Senior Managing Director, will present Fortigent's views on investing in Asia.Read more
Networking Event - Navigating the Market in Highly Volatile Times
October 20, 2011
Scott Welch, Co-Founder and Senior Managing Director, will present the current outlook for the economy and the global investment marketsRead more
FOX Fall Forum
October 18, 2011
Scott Welch, Co-Founder and Senior Managing Director, will be presenting on "Macroeconomic Trends and Implications for Investment Portfolios"Read more
Modernizing Portfolio Construction in a Post Style-Box™ World
October 11, 2011
Scott Welch, Co-Founder and Senior Managing Director, will present Fortigent's views "The Evolution of Alternative Investing"Read more
Fortigent Crosses $50 Billion in Platform Assets
September 07, 2011
Market Volatility, Access Programs Drive Continued GrowthRead more
IMCA 2011 Kessler Award - Honorable Distinction
May 16, 2011
Scott Welch, Co-founder and Senior Managing Director, was selected to be an "honorable distinction" recipient of IMCA's 2011 Stephen L. Kessler Writing Award for "When Bad Things Happen To Good Portfolios".Read more
Fortigent Records Strong First Half Growth
July 29, 2010
Advisors Increasingly Turn to Outsourcing to Meet Sophisticated Client DemandsRead more
Fortigent Welcomes Pathstone Family Office
June 07, 2010
Fortigent and Pathstone Create SynergyRead more
Webinar: Increasing Efficiency with Unified Managed Accounts
April 07, 2010
Please join Fortigent in a Charles Schwab Advisor Services Webcast from 4:00pm-5:00pm EDT.Read more
Fortigent Welcomes Moss Adams Wealth Advisors LLC
March 22, 2010
Firm Will Utilize Fortigent to Enhance In-House ResearchRead more
Fortigent Continues to Focus on Growth
March 16, 2010
New Hire Increases Fortigent's Presence on West CoastRead more
Fortigent Welcomes Balentine - Press Release
February 22, 2010
Fortigent's Experience a Complement to BalentineRead more
White Paper Release: "No Longer A Pipe Dream, Unified Managed Accounts Deliver Sought After Efficiency"
January 25, 2010
Read more"Firms in Transition" Increasingly Turn to Fortigent
January 11, 2010
Changing Marketplace Drives Greater Interest in OutsourcingRead more
Fortigent Welcomes Glassman Wealth Services
November 02, 2009
New Advisory Firm Will Use Fortigent to Support Focus on High Net Worth ClientsRead more
Webinar: Q3 Economic & Market Outlook
October 29, 2009
Scott Welch, Chief Investment Strategist, will review Q3 and give an outlook for the remainder of the year. Topics of discussion will include an overview of what the economists & professional investors are saying as well as building the appropriate investment portfolios going forward.Read more
Fortigent Names Nathan Sonnenberg As Chief Investment Officer
October 19, 2009
Experience, Depth and Breadth of Expertise CitedRead more
Webinar: Maximizing the Value of Your Firm & How Fortigent Can Help
September 09, 2009
2:00 pm - 3:00 pm EDTRead more
Fortigent Strengthens Research Team with New Fixed Income Director
July 21, 2009
New Addition Increases Fortigent’s Experience and ExpertiseRead more
Fortigent Welcomes Evercore Wealth Management
June 15, 2009
A Growing Advisory Firm Leverages Fortigent for Its Expertise in Research & ReportingRead more
Clearbrook Financial Partners with Fortigent to Offer Unified Management Account
February 24, 2009
Fortigent's AccessOverlay™ Now Available on the Clearbrook Financial SMA ExchangeRead more
Fortigent Welcomes Rex Capital Advisors, LLC
February 09, 2009
MFO with sophisticated reporting needs looks to Fortigent for their expertise in Data Reconciliation and ReportingRead more
Fortigent Wins 2009 SmartCEO/BDO Seidman Five on Fire Award
January 29, 2009
Firm recognized as one of fastest growing companies in Greater WashingtonRead more
Fortigent Welcomes Syntrinsic Investment Counsel
January 26, 2009
Alliance Part of Syntrinsic’s Focus On Providing Cost-Effective Access to Broad Universe of Investment StrategiesRead more
Fortigent Welcomes Enterprise Bank
January 12, 2009
Disciplined Approach Expected to Attract InvestorsRead more
Fortigent Welcomes Massey, Quick and Co.
November 11, 2008
Massey, Quick to Utilize Fortigent's Industry-Leading Approach to Alternative Investment ReportingRead more
Fortigent Goes "Green"
November 07, 2008
Company Successfully Implements Green Business Alliance RecommendationsRead more
High-End Turnkey Platform Gains from Turmoil
November 06, 2008
Article published in FundFireRead more
iPRO One, Inc. Forms Strategic Partnership with Fortigent
November 03, 2008
iPro One launching nation-wide CPA Wealth Management PlatformRead more
Fortigent Welcomes Apogee Family Office
October 20, 2008
Fortigent LLC, a leading provider of outsourced wealth management solutions for financial advisors and institutions targeting ultra high net worth clients, today announced it has been retained by Apogee Family Office, LLC. Atlanta-based Apogee, a well-established Family Office, recently made news when it hired Taylor M. Fairman away from Hirtle, Callaghan to implement a robust wealth management and investments offering.Read more
Fortigent, LLC - Fastest Growing Companies
October 02, 2008
The Washington Business Journal ranked Fortigent as #38 in their 2008 Fastest Growing Companies listing. Companies are ranked by 2005-2007 revenue growth.Read more
Fortigent Welcomes Davidson Trust Company
June 11, 2008
Relationship to Drive Davidson's "Customized Architecture" Business ModelRead more
Fortigent and Parametric Team Up to Provide Advisors Access to Unified Managed Accounts (UMAs)
June 09, 2008
"Powerful Engine" Designed to Differentiate Advisor's High Net Worth PracticeRead more
Kanaly Trust Selects Fortigent as Strategic Partner
March 05, 2008
Open architecture platform and alternatives expertise continues to attract high end wealth management firmsRead more
Fortigent Welcomes Vestor Capital
February 25, 2008
Vestor Capital Sees Value in Open Architecture Platform -- A Growing TrendRead more
Fortigent Welcomes Pitcairn
January 25, 2008
Pitcairn Selects Fortigent as Open Architecture Strategic PartnerRead more
Fortigent Welcomes Alexandra & James, Inc.
November 19, 2007
New Market Niche, New Brand -- With an Old TwistRead more
From FAMILY WEALTH REPORT: Platform Maker Fortigent Adds a Raft of New Clients
November 15, 2007
from FAMILY WEALTH REPORTRead more
Fortigent Welcomes WealthTrust LLC
November 13, 2007
Nashville-Based Holding Company Takes Regional Model NationwideRead more
Consulting to the Ultra Affluent - Calgary CFA Society Webcast
October 10, 2007
In this webcast to the Calgary CFA Society, Scott Welch discusses the following: how do you provide the right solution — platform, process, and people? investment and asset allocation trends; the competitive landscape & practice management trends; and commoditization, differentiation, and market segmentation.Read more
From FUNDfire: Fortigent Bulks Sales Team with Hires
October 03, 2007
Article from FUNDfireRead more
Senior-Level Executives Leave SEI’s Advisor Network and IXIS to Join Fortigent’s Management Team
September 28, 2007
New Execs See Opportunity to Shape and Grow Differentiated Market NicheRead more
RIAs Who Leave Big Firms Want Support and Flexibility
September 20, 2007
Clients Find that Fortigent Fills the GapRead more
Chip Norton Speaking at The Bond Buyer Academy Conferences
May 09, 2007
Chip Norton, Managing Director of Fixed Income and Economic Analysis, will be a featured speaker later this month and in early June at The Bond Buyer Academy’s one-day conferences in Chicago and Los Angeles entitled “Municipals & The Individual Investor…The Hunt for Tax Exempt Yield.”Read more
Scott Welch Receives IMCA Award
May 02, 2007
Investment Management Consultants Association awards Scott Welch the 2007 Stephen L. Kessler Honorable Distinction Writing Award.Read more
David Littleton and William Natsis Join Fortigent
November 01, 2006
Fortigent, the Rockville, Md.-based back-office provider has named David Littleton Managing Director of its wealth management solutions team and William Natsis Director of Sales.Read more
Fortigent is Launched: Lydian Spins Off Third-Party Platform
July 06, 2006
Fortigent featured in FundFire article by Gregory Shulas.Read more
